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Bank / Wealth / TrustRIA · CRD 282356SEC-RegisteredPrivate Fund Adviser

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Helium Advisors

Helium Advisors is an SEC-registered investment adviser in Vancouver, WA, registered since 2022. The firm manages $234 million in assets, with $225 million...

Overview

Helium Advisors is an SEC-registered investment adviser in Vancouver, WA, registered since 2022. The firm manages $234 million in assets, with $225 million on a discretionary basis. It has 7 employees and 4 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2022

Location

Region

North America

Country

United States

City

Vancouver

Corporate office

Everett, WA, United States

Frequently asked questions

Does Helium Advisors disclose its assets under management?

No. Helium Advisors does not publicly disclose AUM, and no credible third-party publication has independently reported a figure. The firm maintains a low public profile, which is common among boutique venture capital managers that raise capital through private networks.

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